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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
301
HL Financial Services
Kentucky
$845K +$21.9K +572 +3%
EFS
302
Essex Financial Services
Connecticut
$835K +$7.95K +208 +1%
TFA
303
Transamerica Financial Advisors
Florida
$827K -$2.66M -69,508 -77%
CSIA
304
Charles Schwab Investment Advisory
California
$817K -$124K -3,234 -13%
SHA
305
Smith Hayes Advisers
Nebraska
$817K +$16.5K +432 +2%
WA
306
WFG Advisors
Texas
$807K +$55.1K +1,442 +7%
HTC
307
Haverford Trust Company
Pennsylvania
$803K – – –
CPS
308
Counsel Portfolio Services
Ontario, Canada
$797K +$780K +20,414 New
MLM
309
Mount Lucas Management
Pennsylvania
$797K +$780K +20,414 New
BJL
310
Brighton Jones LLC
Washington
$757K +$31.2K +817 +4%
OIA
311
Optimum Investment Advisors
Illinois
$745K +$161K +4,200 +28%
WSFS
312
Wilmington Savings Fund Society
Delaware
$738K +$66.6K +1,742 +10%
TCM
313
Telos Capital Management
California
$735K -$4.32K -113 -0.6%
KFA
314
Kelleher Financial Advisors
New York
$729K -$21.8K -570 -3%
IFAM
315
Institutional & Family Asset Management
Colorado
$724K – – –
CG
316
Caprock Group
Idaho
$724K +$443K +11,582 +166%
HPC
317
HM Payson & Co
Maine
$721K -$2.79K -73 -0.4%
KC
318
Kingfisher Capital
North Carolina
$720K -$956 -25 -0.1%
MWAC
319
Mariner Wealth Advisors (Cincinnati)
Ohio
$719K +$195K +5,091 +38%
IH
320
IFC Holdings
Florida
$711K -$1.98M -51,800 -74%
FNBOO
321
First National Bank of Omaha
Nebraska
$711K -$268K -7,000 -28%
FA
322
FDx Advisors
Illinois
$711K +$73.5K +1,923 +12%
BFEC
323
Benjamin F. Edwards & Company
Missouri
$703K +$9.82K +257 +1%
CAL
324
Capital Analysts LLC
Pennsylvania
$699K -$153K -4,010 -18%
JWA
325
JFS Wealth Advisors
Pennsylvania
$689K -$9.94K -260 -1%
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